+120.4%
MSTR vs CHD
+23.9%
+96.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | -2.7% | +14.8% | +12.2% |
| 30D | +45.2% | -4.6% | +49.8% | +45.2% |
| 3M | +10.4% | +5.0% | +5.4% | +10.2% |
| 6M | -2.5% | -3.2% | +0.7% | -2.2% |
| YTD | -6.0% | +18.6% | -24.7% | -7.2% |
| 1Y | -56.4% | +4.8% | -61.2% | -56.7% |
| 3Y | +306.3% | +6.1% | +300.1% | +289.7% |
| All | +120.4% | +23.9% | +96.5% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CHD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling